Quattro Financial Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 2 private funds.
Quattro Financial Advisors reports 81 clients. They include 33 corporations and other businesses, 29 pooled investment vehicles, and 19 high-net-worth individuals. Of its assets, 100.0% ($1.66B across 296 accounts) are managed with discretion. Of its clients, 96% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 23% | 5% |
| Pooled investment vehicles | 36% | 63% |
| Corporations and other businesses | 41% | 32% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 19 | $81.4M | 4.9% | $4.29M |
| Pooled investment vehicles | 29 | $1.05B | 63.4% | $36.2M |
| Corporations and other businesses | 33 | $524M | 31.7% | $15.9M |
| Total | 81 | $1.66B | 100% | $20.4M |
- Clients
- 19
- Regulatory AUM
- $81.4M
- AUM share
- 4.9%
- Avg. per client
- $4.29M
- Clients
- 29
- Regulatory AUM
- $1.05B
- AUM share
- 63.4%
- Avg. per client
- $36.2M
- Clients
- 33
- Regulatory AUM
- $524M
- AUM share
- 31.7%
- Avg. per client
- $15.9M
Total
- Clients
- 81
- Regulatory AUM
- $1.66B
- AUM share
- 100%
- Avg. per client
- $20.4M
- Clients outside the U.S.
- 96%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Quattro Financial Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Jose Luis Llamas owns 75% or more of Quattro Financial Advisors. The leadership team of Quattro Financial Advisors includes Chief Investment Officer Yves Cochez and Chief Compliance Officer Laura Torroja. It has 3 employees, 1 of them in advisory roles.
Leadership
- Laura TorrojaChief Compliance Officer
- Yves CochezChief Investment Officer
- Jose ErnestoAssignee of A Membership Interest
- Jose Luis LlamasManaging Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Yves Olivier Cochez
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 75% or more of Quattro Financial Advisors LLC
Jose Luis Llamas
Control person · since June 2016
- Owns 10% to 25% of Quattro Financial Advisors LLC
Yves Cochez
Control person · since February 2017
- Owns 10% to 25% of Quattro Financial Advisors LLC
Jose Ernesto
since October 2023
Quattro Financial Advisors’ regulatory assets grew 2.4× from $695M (April 2021) to $1.66B (July 2026); clients rose from 52 to 81 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.66B | 81 | 3 | 2 |
| March 2025 | $1.44B | 84 | 3 | 2 |
| March 2024 | $1.3B | 88 | 4 | 2 |
| April 2023 | $1.04B | 94 | 4 | 2 |
| March 2022 | $1.08B | 69 | 4 | 1 |
| April 2021 | $695M | 52 | 3 | 1 |
Besides its headquarters, Quattro Financial Advisors has 1 office, with 2 listed addresses in the U.S. and abroad.
Texas · 1 listed address
- 625 Regal Row, Unit 401, MontgomeryHQ
International offices
- PRADO SUR 250 PB, CDMX, C.P.11000, Mexico
Contact and registration details
- Legal name
- Quattro Financial Advisors LLC
- Headquarters
- 625 Regal Row, Unit 401, Montgomery, TX 77316
- Website
- quattrofa.com
- Phone
- 281-323-4007
- SEC file
- 801-108263
- Structure
- Delaware LLC
- Fiscal year end
- December
Quattro Financial Advisors uses J.P. Morgan ($289M, 50%), UBS Financial Services ($210M, 36%) and Citigroup Global Markets ($79.5M, 14%) as custodians for its separately managed accounts. Quattro Financial Advisors does not have custody of client assets.
- J.P. MorganJ.P. Morgan Chase Bank, N.A. · New York, NY · $289M50%
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $210M36%
- Citigroup Global MarketsCitigroup Global Markets Inc. · New York, NY · $79.5M14%
At year end, Quattro Financial Advisors’ separately managed accounts were mostly in stocks (86%) and cash (11%).
What the accounts hold
- Stocks86%
- Funds1%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash11%
How many clients does Quattro Financial Advisors have?
Quattro Financial Advisors has 81 clients and manages $1.66 billion for them, as of July 2026. They include 33 corporations and other businesses, 29 pooled investment vehicles, and 19 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Quattro Financial Advisors offer?
Quattro Financial Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Quattro Financial Advisors use?
Quattro Financial Advisors’ separately managed account assets are held at J.P. Morgan Chase Bank, N.A. (New York, NY), with $289M, UBS Financial Services Inc. (Weehawken, NJ), with $210M and Citigroup Global Markets Inc. (New York, NY), with $79.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Quattro Financial Advisors have?
Quattro Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quattro Financial Advisors invest in?
At the end of its last fiscal year, Quattro Financial Advisors’ separately managed accounts held 86% exchange-traded equities, 11% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quattro Financial Advisors?
Quattro Financial Advisors’ direct owners are Jose Luis Llamas (75% or more), Yves Cochez (10% to 25%) and Jose Ernesto (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Quattro Financial Advisors get paid?
Quattro Financial Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Quattro Financial Advisors?
Quattro Financial Advisors’ main office is at 625 Regal Row, Unit 401, Montgomery, TX 77316. Its phone number is 281-323-4007. Its website is quattrofa.com.